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Walmart
WMT

Overview Fund Activity

2,476 hedge funds and large institutions have $114B invested in Walmart in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,234 increasing their positions, 864 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,476
Holders Change
-25
Holders Change %
-1%
% of All Funds
43.6%
Holding in Top 10
73
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-34.23%
% of All Funds
1.29%
New
145
Increased
1,234
Reduced
864
Closed
140
Calls
$3.48B
Puts
$3.02B
Net Calls
+$460M
Net Calls Change
+$199M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$629M
2
AS
Altshuler Shaham
Israel
+$305M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$278M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$250M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$227M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.35B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$544M
3
State Street
State Street
Massachusetts
-$334M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$255M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
2476
Cascade Investment Advisors
Oregon
$950 +$950 +21 New
SWM
2477
Sugarloaf Wealth Management
Georgia
$735 +$2 +36 +0.2%
1WM
2478
1900 Wealth Management
Texas
$490 +$490 +10,827 New
MA
2479
MBA Advisors
Pennsylvania
$228 +$228 +5,040 New
Capital Research Global Investors
2480
Capital Research Global Investors
California
– -$255M -5,299,176 Closed
SC
2481
Sculptor Capital
New York
– -$202M -4,200,000 Closed
WMSA
2482
Weiss Multi-Strategy Advisers
New York
– -$68.2M -1,419,387 Closed
SSM
2483
Sound Shore Management
Connecticut
– -$61.7M -1,283,553 Closed
Zurich Cantonal Bank
2484
Zurich Cantonal Bank
Switzerland
– -$58.3M -1,213,386 Closed
CAM
2485
Crake Asset Management
United Kingdom
– -$32.3M -672,000 Closed
MSA
2486
Mason Street Advisors
Wisconsin
– -$27.6M -573,729 Closed
PWAG
2487
Polaris Wealth Advisory Group
California
– -$26.6M -543,507 Closed
ADEF
2488
Adams Diversified Equity Fund
Maryland
– -$26M -541,200 Closed
ASC
2489
Atalanta Sosnoff Capital
New York
– -$24.7M -513,123 Closed
CC
2490
Carlson Capital
Texas
– -$18.5M -384,183 Closed
NO
2491
Ninety One
South Africa
– -$11.7M -244,971 Closed
VIP
2492
Vantage Investment Partners
Missouri
– -$11.5M -240,009 Closed
DA
2493
Duality Advisers
Florida
– -$9.31M -193,731 Closed
KWILP
2494
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$7.4M -153,957 Closed
CG
2495
Cutler Group
California
– -$7.39M -153,855 Closed
LG
2496
Leuthold Group
Minnesota
– -$7.22M -150,342 Closed
LSA
2497
L & S Advisors
California
– -$6.02M -125,223 Closed
BDS
2498
Banco de Sabadell
Florida
– -$5.65M -117,429 Closed
AI
2499
Atom Investors
Texas
– -$5.09M -105,978 Closed
EOJOAM
2500
E. Ohman J:or Asset Management
Sweden
– -$4.17M -86,700 Closed
98 99
100
101 102